James Wells, financial advisor Atmore AL
89 score

James Wells

CRD Number: 6303185
Current Firm: Fsa Investment Group, LLC

James Wells (CRD# 6303185) is an Investment Advisor Representative working at Fsa Investment Group, LLC in Atmore, AL and has over 4 years of experience in the finance industry.

Similar Advisors
Brent Althauser, financial advisor Atmore AL
Brent E. Althauser
CRD# 2365092
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Keith Castleberry, financial advisor Atmore AL
Keith E. Castleberry
CRD# 1566242
Edward Jones
Similar Advisors
Johnathan Hosman, financial advisor Atmore AL
Johnathan D. Hosman
CRD# 5503718
Fsa Investment Group, LLC
Company Name Location Dates Years
Fsa Investment Group, LLC Atmore, AL Apr 2014 - Current 3
J. Randall Wells Cpa Pace, FL Jan 2014 - Current 4
Fs Advisors Inc. Altmore, AL Feb 2014 - Apr 2014 < 1
Warren Averett LLC Pensacola, FL Feb 2008 - Dec 2013 5
Pricewaterhousecoopers LLP Raleigh, NC May 2002 - Jan 2008 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for James R. Wells
Phone Number: (251) 459-6910
Firm Website: http://www.fsa-ig.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from James Wells and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.